Alibaba (BABA US): A Generalist's Guide
Who doesn't love a good old-fashioned rags to riches story? The place was Hangzhou, the capital of Zhejiang province in eastern China. The man was...
1.1k Views
Weibo (WB) – Strong Q2, But Not to Buy Until Short Seller Leaves
We believe a short seller is impacting the stock price again, although WB achieved an excellent quarter again. Our P/E band leads us to project...
433 Views
Pinduoduo IPO Valuation: Worth the Price of Admission
Walnut Street Group (1631938D US) which operates Pinduoduo (1427881D CH) announced its IPO price range of $16-19 per ADS. At the mid-point of the...
1.1k Views
Byte Dance Lawsuits Show: Tencent (700 HK) Is Small Companies’ Inevitable Platform and Competitor
Summary Tencent and Byte Dance launched lawsuits against each other. In fact Byte Dance is fighting every internet giant. We believe that new...
185 Views
Weibo (WB): Short Seller May Follow Moving Averages - A Technical View on 14% Plunge
We believe a short seller is manipulating WB based on technical analysis, which caused a 14% plunge after Q1 results. We also believe the short...
181 Views